Antofagasta: cyclic opportunity

Antofagasta is a Chilean minning group listed in the LSE and part of the FTSE 100. While involved in some other aspects of the business such as transport 90% of their revenues and EBITDA come from mining. The company’s mining operations produce copper with by-products of gold, molybdenum and silver. Being copper the main output and source of revenue I’m going to focus on this commodity in order to analyze the prospects of the business.


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Agribusiness: A possible growing trend

I started building an interest over this particular sector few months ago, after watching the great movie The Big Short – if you haven’t watched it yet I advice you to do so – I did my personal research on Michael Burry – portrayed by Christian Bale in the film- and his current investment approach.

At the very end of the movie we can read how “Michael Burry is focusing all of his trading on one commodity: Water.” 

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Finding the Sweet Spot

When it comes to sports the Sweet Spot is the place where a combination of factors results in a maximum response for a given amount of effort. In tennis, baseball or golf such spot is the location at which the object being struck, absorbs the maximum amount of the available forward momentum and rebounds away from the racket, bat or club with a greater velocity than if struck at any other point.


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